SUBSECTOR RECORD
AI Models & Infrastructure.
DevTools/Infrastructure · 12 deals in the register, newest first.
Harvey / Guardrails AISEP 17
Open-source AI agent reliability and simulation infrastructure; helps engineering teams detect where agents stray from intended behavior and
OpenAI / Glass ImagingSEP 15AI-powered computational photography software using neural networks trained per camera system to enhance smartphone images at capture, sold
fal / LucentSEP 15Agentic AI creative platform for advertising teams that orchestrates generative media models from a plain-language brief, handling brand rul
Baseten / BlaxelSEP 11Serverless sandbox execution platform for AI agents, providing microVM sandboxes with persistent memory state, sub-25ms resume times, and co
Tata Elxsi / KAVIA AISEP 11AI-native enterprise software development platform that uses a branch-aware knowledge graph to automate requirements, code generation, testi
Metamora Growth Partners / Stilla.aiSEP 10Multiplayer AI agent platform maintaining shared organisational context across Slack, GitHub, Linear, and Notion for product and engineering
PSG Equity / Mistral AISEP 8Open-weight and proprietary large language models and AI infrastructure for enterprises and developers across 20+ countries, competing with
Nvidia / Hugging FaceSEP 3Open-source AI model hub and developer platform hosting 3 million models, 500,000 datasets, and 1 million applications used by 18 million de
Stripe / OpenRouterAUG 17Unified API routing developer and enterprise AI requests across 400-plus large language models, with cost optimization, provider failover, a
Anthropic / Decart AIAUG 17GPU chip-optimization and real-time generative video model software sold to AI labs, cloud providers, and enterprise developers seeking lowe
AMD / FastFlowLMAUG 17LLM inference runtime software purpose-built for AMD Ryzen AI NPUs, enabling fast, energy-efficient local large language and multimodal mode
Blackstone / NeysaFEB 1Neysa provides purpose-built GPU-based AI cloud infrastructure enabling enterprises and government institutions in India to train, fine-tune
© 2026 Thematic | Privacy Policy | Terms of Service
Thematic is a news publication, not an investment adviser. Nothing here is investment advice or a recommendation to buy or sell any security. Researched and compiled by Thematic; accuracy and completeness are not guaranteed.